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Early August/(July Delayed) SEE Monthly Update
Energy Mix
July’s SEE report on the US energy mix, presented here, was delayed due to the happy event of a family wedding. For this month there is no separate subscriber table and analysis. Investors are referred to the current onslaught of second quarter financial reports.
Consider the overall US energy mix in making long-term predictions about renewables vs. hydrocarbons. (Hydrocarbons are defined as coal, petroleum, and natural gas.)

Per Michael Mobilia with the Energy Information Administration (EIA), hydrocarbons have supplied more than eighty percent of US energy for the last century. With the increase in solar and wind power added to hydroelectric power and biomass (wood and ethanol), the renewable percentage of US energy supply reached over ten percent last year.
Among hydrocarbons, the gas-to-coal competition is particularly dynamic.
Coal is consumed primarily (over ninety percent) by the electric utility sector; however, increased discoveries and lower prices of coal’s direct competitor—natural gas—have led to the symmetrical bifurcation shown. Since 2005, natural gas has displaced over five quadrillion British thermal units (BTUs) of coal in US electric generation.
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Copyright 2017, Starks Energy Economics, LLC. This information may not be disclosed, copied or disseminated, in whole or in part, without the prior written permission of Starks Energy Economics, LLC. This communication is based on information which Starks Energy Economics, LLC believes is reliable. However, Starks Energy Economics, LLC does not represent or warrant its accuracy. This communication should not be considered as an offer or solicitation to buy or sell any securities.
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- Chemicals Companies Benefit from More US Gas Production, May 2017 (05/2017)
- Permania, April 2017 (04/2017)
- Complex PADD III Gulf Coast Refineries Benefit, March 2017 (03/2017)
- Sand (and Proppant) Storm, February 2017 (02/2017)
- SEE PADD II & IV Refineries, January 2017 (01/2017)
- Permian Part II: Hottest Basin, and New Administration, December 2016
- Permian Basin Part I, Inventories, Election, November 2016
- Favorable Winds? Harvesting This Alt Energy Source No Longer Quixotic, October 2016
- Exploration Activity Focuses on Permian Basin, Earthquakes, September 2016
- Petroleum Market Suffers from Inventory Surplus, August 2016
- Many Still Producing Natural Gas in PA-OH Marcellus, Late June/July 2016
- Sand & Proppant Companies Squeeze Through Decline Funnel, June 2016
- Gulf Coast (PADD III) Refining, May 2016
- California Refining, April 2016
- Low Natural Gas Prices Benefit Utilities, March 2016
- Do Solar Energy Companies Shine?, February 2016
- Oil Export/Energy Bill Winners and Losers, January 2016
- Permian Persistence, Part II, December 2015
- Permian Persistence, Part I, November 2015
- Life at the Pumps: Gasoline Demand-Analysis in Two Graphs, October 2015
- Whale Watch: Dividend Hunting at Integrated Internationals, Late September/Early October 2015
- Enduring the Downturn; Bakken Resilience - August 2015
- California Refiners - July 2015
- Bakken Producers, US vs. OPEC vs. Russia, Epstein book - June 2015
- Investor Momentum, Oklahoma Earthquakes, Bakken Rail Transport - May 2015
- Regulatory Changes, Earthquakes, and Proppant Companies - April 2015
- Who is Hurt and Who Benefits from the Oil Price Drop? - March 2015
- Oil Field Services Stress Tested - February 2015
- Haynesville, Louisiana Dry Natural Gas Field - January 2015
- Is the Permian a Bargain Basin Yet? - December 2014
- Starks Energy Economics on Natural Gas - 4th quarter 2014
- Eagle Ford Energy - 3rd quarter 2014
- The Power of the Permian - 2nd quarter 2014
- Ethylene, Star Petrochemical with Renewed Luster - 1st quarter 2014
- Pipeline Drag Reducers - 4th quarter 2013/1st quarter 2014
- Signal vs. Noise: Energy Sources Fueling the United States Now - 3rd quarter 2013
- Natural Gas: Heating, Electricity, Industrial Use, Transport Fuel, Export, or All of the Above? - 2nd quarter 2013
- Besides Better Weather, What Does It Take to Operate an Oil Refinery on the US East Coast? - 1st quarter 2013
- Oil Industry in North Dakota Continues Booming - 4th quarter 2012
- Low First-Half Natural Gas Prices Help Clean the Air - 3rd quarter 2012
- Permian Basin, West Texas and New Mexico - 2nd quarter 2012
- US MidContinent Refineries - 1st quarter 2012
- North Dakota's Bakken Oil Shale Production - 4th quarter 2011
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